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Knowledge is necessary.

Wisdom is essential.

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Resources & Insights

Social Security

Forewarned is forearmed, and Social Security is a crucial part of your retirement income. See the Documents & Guides below for information about how you can make the most of your Social Security benefits.

You can start receiving Social Security benefits at the age of 62. However, just because you can do something doesn't necessarily mean that you should. By filling out the Social Security Calculator Questionnaire below, you will be providing valuable information that can help your Moors & Cabot financial advisor to guide you down the path that is best for you.

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Documents & Guides

Tools & Calculators

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Investment Planning

When planning for the future, it is important to have specific goals. Working with your financial advisor to develop a plan allows you to take part in creating your own personal roadmap. Your advisor can help you uncover your goals, determine which are the most (and least) important, and give you ways to track your progress in reaching them. They also give you the flexibility to alter your plan to account for changes in your life.

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See the Documents & Guides below for an overview of what to bring to your first meeting with your Moors & Cabot financial advisor. The more information you provide, the better your advisor will be able to help you plan for the future.

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Documents & Guides

Tools & Calculators

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Tool 1

Tool 2

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New to Moors & Cabot

Are you just beginning the process of planning for your financial future? Before you open your Moors & Cabot account, learn about the different types of accounts available and the fees associated with each. You can also find out what to expect from your account statements.

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See the Documents & Guides below for a guide to preparing for an overview of the types of accounts available, as well as a guide on making the most of your account statements. Remember, don't hesitate to contact a financial advisor with any questions.

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Documents & Guides

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Planning Ahead

It is always important to think about where you've been, where you're going, and how you plan to get there. Whether you're thinking about long-term goals (what do you need to do to plan for retirement) or short-term goals (preparing for the end of another year), let us help you prepare.